In CloseOut, templates are predefined structures that help streamline project workflows and documentation processes. They allow users to create consistent and organized project documentation, making it easier to manage and export information related to projects.

Types of Templates in CloseOut:

Workflow Templates: These templates define the steps and processes involved in a project. Administrators can create new workflow templates or import existing ones to reuse elements like folders and placeholders.

Export Templates: When exporting project documentation, users can choose from various formats, including:

• PDF: Generates a PDF document with all approved images and project requirements.
• ZIP: Exports all approved images in a structured manner.
• ZIP ONE FOLDER: Exports all approved images into a single ZIP file.
• XLSX: Creates an Excel file based on a custom template for detailed data management.
• XLSX Punchlist: Simplifies tracking rejected items in a clear Excel format.
• VIDEO: Compiles approved images into a video format with a timestamped CSV file.

Control List Templates: These templates allow users to create checklists that can include single-choice, multiple-choice, or free-text responses for field technicians. To learn about Enums and how they help, see How to create a Checklist. 

Placeholder Categories: These are used to organize and categorize placeholders within the project workflow. See How to set a Placeholder Category on a project workflow. 

By utilizing these templates, we can enhance efficiency and maintain consistency across various projects. For more detailed information on creating and managing templates, you can refer to our administration of templates guide.